Manager, Client Relations

2 weeks ago

Sydney, New South Wales, Australia New Forests Full time
Manager, Client Relations (ANZ)

New Forests seeks a qualified candidate for the position of Manager, Client Relations (ANZ). This role will be primarily responsible for servicing New Forests' institutional clients who have invested in our Australian & New Zealand (ANZ) strategies.

About the Role

This role will support all aspects of client relationship management for those investors. Reporting to the Lead, Client Services, this role will be a member of the New Forests' Investor Relations team.

Key Responsibilities
  • Coordination, management, and distribution of quarterly and annual reports including proofreading, editing, and report writing as well as coordinating responses to any follow-up questions from clients.
  • Management of annual investor meetings including contributing to the production of annual meetings content, presentations, delivery, and meeting logistics.
  • Manage client records such as collecting and maintaining accurate information including contact information, investment information, memberships on advisory boards, and investor voting directions.
  • Support management of client issues by coordinating and providing timely and thoughtful responses to ad hoc investor queries related to accounting, financial analysis, and asset management.
  • Support efficiencies and improvements in client services and reporting.
  • Establish, engage with, and maintain key relationships with New Forests' clients invested in our ANZ strategy.
  • Work closely with Investor Relations team and funds management teams to ensure the ANZ client servicing program delivers on New Forests' business plan.
  • Some travel within the ANZ region and internationally as required.
Qualifications, Experience, and Strengths
  • Excellent project management capability and organisational skills.
  • Strong experience in client relationship management.
  • Experience working with institutional investors or with alternative assets (e.g. timber, agriculture, infrastructure, real estate, private equity) and/or impact investing and sustainability would be beneficial.
  • Excellent writing and editing skills.
  • A demonstrated and knowledgeable interest in sustainability and responsible investment.
  • Must be a team player and work well under pressure and deadlines.
  • Bachelor's degree in business, economics, finance, liberal arts, or equivalent preferred.
  • A high degree of proficiency in Microsoft Office (Word, Powerpoint, and Excel). Previous experience in using CRM and client portal systems beneficial.
What We Offer

New Forests is a Certified B Corp and an Equal Opportunity Employer that values diversity and inclusion. We offer flexible working arrangements to all employees to support their work/life balance.

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